Assign follow-up tasks to sales reps after registrations

Sales reps miss enrollment opportunities when course sign-ups arrive unassigned, letting prospects cool. A follow-up task lands with the owner so reps start enrollment steps quickly.

Overview

Unowned course sign-ups let prospects cool and deals stall, costing momentum for sales reps. This workflow ensures every registrant generates a clear next-step task assigned to the right owner, turning ad-hoc sign-ups into tracked enrollment opportunities with faster handoffs and zero missed follow-ups.

Notable Features

Create follow-up task for owner
Attach registrant details to task
Notify sales rep of assignment